Our Team

Jim has over 24 years of financial services experience. He holds the CLU and ChFC designations from the American College and a Bachelor's Degree in Economics from Indiana University in both sales and management.

Marty was a business owner for 15 years prior to embarking on postgraduate studies. Marty holds his Masters in Business Administration from Northwestern University's Kellogg School of Management in Evanston, Illinois. He achieved...